Presentation (Information)
This class went through the most common PPM use cases outside of IT - Engineering, NPD, PSA, Audit, Marketing, etc.
theBasiX
Presentation (Information)
This class taught how to build graphical portlets, grid portlets with summarized data, and tap into timescaled data with two-dimensional portlets.
theBasiX
Presentation (Information)
RegoU class taught how to build very complex portlets, for example tapping into time-scaled data to create a two-dimensional portlet.
theBasiX
Presentation (Information)
This class will teach you how to build graphical portlets, grid portlets with summarized data, and tap into timescaled data with two-dimensional portlets.
theBasiX
Presentation (Information)
RegoU class taught how to create a simple chart portlet and then walk you through the steps required to build the more complex drilldown portlet.
theBasiX
Portlet
Display Resource Actual Utilization of Availability by OBS Unit.
theBasiX
Portlet
Portlet display Detailed Resource Actual Utilization of Availability by OBS Unit.
theWorX
Technical Trick
Instructions on how to find the information needed to connect Jaspersoft Studio to your Clarity instance.
theWorX
Presentation (Information)
This session discussed best practices in the creation and structure of an ongoing training/mentoring approach that assist with Clarity PPM adoption.
theBasiX
Presentation (Information)
RegoU presentation discussed best practices in the creation and structure of an ongoing training/mentoring approach that assist with Clarity PPM adoption.
theBasiX
Training Documents
A document which displays and describes the Out of the Box portlets available through v13.3
theBasiX
Workflow Job
Workflow process that closes the earliest open time period and opens the first closed time period after the latest open time period.
theBasiX
Training Video
Using views within Open WorkBench.
theWorX
Training Video
Using views within Open WorkBench.
theWorX
Training Video
Describes how to manipulate the Work Breakdown Structure (WBS) within OWB.
theWorX
Training Video
Describes how to manipulate the Work Breakdown Structure (WBS) within OWB.
theWorX
Training Video
Describes how to create dependencies in OWB.
theWorX
Training Video
Describes how to create dependencies in OWB.
theWorX
Training Video
Assigning resources to tasks within OWB.
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Training Video
Assigning resources to tasks within OWB.
theWorX
Training Video
Using the Transfer Assignments Wizard within OWB.
theWorX
Training Video
Using the Transfer Assignments Wizard within OWB.
theWorX
Training Video
Imposing Start and Finish Dates on a project within OWB.
theWorX
Training Video
Imposing Start and Finish Dates on a project within OWB.
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Training Video
Autoscheduling a project within OWB.
theWorX
Training Video
Autoscheduling a project within OWB.
theWorX
Training Video
Baselining a project within OWB.
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Training Video
Baselining a project within OWB.
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Training Video
Reviewing Pending Actuals and ETCs within OWB
theWorX
Training Video
Reviewing Pending Actuals and ETCs within OWB.
theWorX
Presentation (Information)
This class will teach you how to build graphical portlets, grid portlets with summarized data, and tap into timescaled data with two-dimensional portlets.
theBasiX
Presentation (Information)
Learn tricks to decrease the time you spend on project management, as well as best practices around plans, baselines, and dependences.
theBasiX
Presentation (Information)
Learn tricks to decrease the time you spend on project management, as well as best practices around plans, baselines, and dependencies.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that reviews the elements of a successful support team.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. Determining the right number of people to include in your Clarity support team is essential to successful implementation.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that reviews the steps to interfacing Microsoft Project with Clarity PPM.
theBasiX
Presentation (Information)
RegoU presentation discussed some best practices for ongoing OCM related to Clarity PPM.
theBasiX
Presentation (Information)
This was a discussion on pros and cons of sticking to Clarity PPMs stock attributes, views, and general capabilities.
theBasiX
Presentation (Information)
RegoU presentation reviewed strategies for getting data into your corporate BI tools.
theBasiX
Training Documents
This course will provide an overview of Clarity PPM functionality and provide basic navigation in the tool.
theWorX
Presentation (Information)
RegoU presentation - learned tricks to decrease the time you spend on project management, as well as best practices around plans, baselines, and dependencies.
theBasiX
Technical Trick
Clarity PPM allows you to create custom password rules using regex. This document lists expressions for a variety of password rule scenarios.
theBasiX
Reports
Displays pending actuals on tasks across multiple projects.
theWorX
Portlet
Displays pending actual hours for resources.
theWorX
Reports
Displays pending actuals on tasks across multiple projects.
theWorX
Workflow Job
The Pending Contractor Termination Stalker process email to RM the Contractor(s) with termination date within 3 weeks.
theWorX
Configurations & Apps
We designed a Clarity PPM performance package that will give you visibility into the actionable performance data you’ve always wanted.
theBasiX
Portlet
his portlet shows planned benefits across the system, grouped by Goal.
theBasiX
Portlet
Aggregates the Planned Benefit and groups it by Category, then presents a stacked bar chart.
theWorX
Portlet
Aggregates the Planned Benefit and groups it by Goal, then presents a stacked bar chart.
theWorX
Portlet
Aggregates the Planned Benefit and groups it by Objective, then presents a stacked bar chart.
theWorX
Portlet
This portlet displays planned revenue as defined by a project’s goal.
theBasiX
Portlet
This portlet displays count of the the planned benefits (savings) per project manager.
theBasiX
Workflow Job
Workflow process to notify a Project Manager when a resource is hard booked on their investment(s).
theWorX
Workflow Job
Emails all PMs who have projects that need updates or time validation.
theWorX
Workflow Job
Workflow process to send emails to project managers who have not submitted a status report in two weeks.
theWorX
Workflow Job
Emails Project Managers with a list of their managed projects with a due date in the past.
theWorX
Workflow Job
Weekly summary sent to PM of all resources and time tracked to their project.
theWorX
Presentation (Information)
This class is a working session to help build and sustain a continuous assessment initiative within your PMO.
theBasiX
Presentation (Information)
This class was a working session, includes an exercise to assess how far you’ve come and help direct your course.
theBasiX
Presentation (Information)
This was working session, included an exercise to assess how far you’ve come and help direct your course.
theBasiX
Presentation (Information)
This class was a working session that covered lessons learned in PMOs, so you can craft guiding metrics, with or without a tool.
theBasiX
Workflow Job
Populate Resource Calendar Data (process workflow populates a Resource Calendar object)
theWorX
Workflow Job
Populates the timesheet based on the task ETC.
theWorX
Workflow Job
Process populates the three Portfolio Health Factors (on Metrics page) by aggregating the portfolio investment factors from the most recent Final project Status Report instances.
theWorX
Portlet
This portlet displays the portfolios with hierarchy (child portfolios).
theBasiX
Portlet
Portlet to display investments with/without cost plan in a portfolio.
theWorX
Presentation (Information)
A 2015 RegoU presentation that reviews Portfolio Management in Clarity PPM.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. In this session, you will learn about Clarity’s portfolio management functionality in detail and how that functionality can be used within an overall portfolio management process.
theBasiX
Presentation (Information)
Learn how to use Portfolio Management in Clarity PPM, including prerequisites.
theBasiX
Presentation (Information)
Learn how to use Portfolio Management in Clarity PPM, including prerequisites like resource and financial management, scenarios, viewing capacity impacts, best practice for portfolio organizations, and setting up effective targets.
theBasiX
Presentation (Information)
In this class, we’ll discuss reasons for using portfolio management and what you need to start.
theBasiX
Presentation (Information)
RegoU presentation reviewed the OOTB objects, views, views, and functions of portfolio management.
theBasiX
Presentation (Information)
In this class, we will review portfolio management within Clarity PPM.
theBasiX
Presentation (Information)
This document was used as an outline for a round table discussion on Portfolio Management.
theBasiX
Presentation (Information)
A RegoU presentation where customers share experiences in a round table format. The slide deck shows a list of possible topics for discussion.
theBasiX
Presentation (Information)
In this moderated Round Table on best practices, they discussed reasons for using portfolio management and what you need to start.
theBasiX
Portlet
This pie chart portlet displays realized benefit, grouped by category for portfolio investments.
theBasiX
Portlet
This pie chart portlet displays realized benefit, grouped by project type, for portfolio investments.
theBasiX
Portlet
Shows all portlets and their NSQL.
theWorX
Portlet
Shows all portlets and which pages they reside on.
theWorX
Presentation (Information)
This class will show you how to create and export portlets with hierarchical structure and drill-down capability.
theBasiX
Presentation (Information)
This class showed how to create and export portlets with hierarchical structure and drill-down capability, and includes examples of advanced portlets and complex queries.
theBasiX
Presentation (Information)
Explore some of the options to build eye-popping portlets using HTML.
theBasiX
Presentation (Information)
Reviews principles of dashboarding, train you on using Power BI and show you how to build an interactive dashboard.
theBasiX
Presentation (Information)
Review the principles of dashboarding, review Power BI, and show you how to build an interactive dashboard.
theBasiX
Presentation (Information)
RegoU class was a hands-on beginner training class for PowerBI - learning how to build basic reports against the Clarity PPM data warehouse.
theBasiX
Workflow Job
The PPM Data Dictionary Extractor pulls schema and attribute information from each object in Clarity PPM and places it in a custom object.
theWorX
Presentation (Information)
This session showed the ins and outs of how a good governance framework provides the foundation for better project decisions to help achieve goals and finish on time and within budget.
theBasiX
Presentation (Information)
Reviews some of the critical business processes that we recommend organizations put in place before implementing a PPM tool.
theBasiX
Presentation (Information)
This class will review some of the critical business processes that we recommend organizations put in place before implementing a PPM tool.
theBasiX
Training Documents
This white paper breaks down what it means to have a strategic PPM roadmap, and why your organization should always keep it current and close at hand.
theBasiX
Presentation (Information)
RegoU session reviewed the key elements needed to create an effective roadmap that can drive increased maturity and excitement within your organization.
theBasiX
Presentation (Information)
Great roadmaps drive an organization and support PPM adoption and maturation. They tend to fall into two categories, those meant to steer an existing platform and those that lay the foundation for a new platform.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. Executives always want to see metrics that help them analyze the work being done within their organization.
theBasiX
Portlet
Shows process instance errors for all processes
theWorX
Workflow Job
Process to shift Allocations using a new Project or Idea Start Date.
theWorX
Portlet
Pie chart representing the cost of products within a timeframe summarized by goal.
theWorX
Portlet
Stacked bar graph displaying product cost by year, summarized by goal.
theWorX
Portlet
Bar graph displaying product risk by goal.
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